Decision worksheet

Make software decisions you can explain

Use one original scorecard to compare your short list, make tradeoffs visible, and keep a clean decision record for your team.

A repeatable way to compare a short list

3Options compared in one view
5Decision criteria you can weight
1–5Simple scoring scale

This worksheet is deliberately neutral: it does not rank vendors, use commissions, or send your entries to our servers.

Score your shortlist

Rate each option from 1 (weak) to 5 (strong). Change weights to reflect what matters most.

Team-size fit

Can your current team use it without buying for a larger company?

Workflow fit

Does it cover the work you need it to do today?

Integration fit

Will it connect cleanly to the systems you are keeping?

Implementation effort

Can you realistically adopt it with your available time and support?

Recurring cost

Is the ongoing cost justified by the work it replaces or improves?

Option A

60%

Option B

60%

Option C

60%

Formula: each option criterion score times its criterion weight, divided by the maximum possible weighted score. This is a decision aid, not a vendor ranking; it cannot verify vendor claims, implementation effort, or contract terms. Scores stay in your browser until you download them.

5 criteria
Enough structure to compare options without hiding the tradeoffs
Change the weight before you score. A low-cost tool with a weak workflow fit should not win by accident.

Use the score as a discussion starter

Put the decision owner, implementation lead, and daily users in the same review. Score independently first, then use differences to identify assumptions that need a vendor answer or a pilot.

  1. 1. Name three realistic options. Avoid comparing a current tool against an idealized replacement.
  2. 2. Set weights before entering scores. Your priorities should lead the outcome.
  3. 3. Record unresolved risks. A high score is not a substitute for checking migration, support, and contract terms.
CostFit

Score the fit you need, not a generic feature list.

Use the downloadable template when you need a shareable record. It includes the same criteria, editable weights, option scores, and a separate decision-log sheet.

Download Excel template

Need a grounded starting point?

Run a software audit for a fit-first blueprint based on your industry and team size.